vs
Artisan Partners Asset Management Inc.（APAM）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是Artisan Partners Asset Management Inc.的1.4倍（$461.6M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 14.6%，领先20.6%），RBC Bearings INC同比增速更快（17.0% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $99.1M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 5.6%）
阿蒂森伙伴资产管理公司（Artisan Partners）是总部位于美国威斯康星州密尔沃基的资产管理机构，除美国本土外，还在都柏林、香港、伦敦、新加坡、悉尼设有办公室，为全球客户提供专业的资产管理服务。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
APAM vs RBC — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $461.6M |
| 净利润 | $118.1M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 39.2% | 22.3% |
| 净利率 | 35.2% | 14.6% |
| 营收同比 | 12.9% | 17.0% |
| 净利润同比 | 34.9% | 16.4% |
| 每股收益（稀释后） | $1.36 | $2.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q4 25 | $335.5M | $461.6M | ||
| Q3 25 | $301.3M | $455.3M | ||
| Q2 25 | $282.7M | $436.0M | ||
| Q1 25 | $277.1M | $437.7M | ||
| Q4 24 | $297.1M | $394.4M | ||
| Q3 24 | $279.6M | $397.9M | ||
| Q2 24 | $270.8M | $406.3M | ||
| Q1 24 | $264.4M | $413.7M |
| Q4 25 | $118.1M | $67.4M | ||
| Q3 25 | $66.8M | $60.0M | ||
| Q2 25 | $67.6M | $68.5M | ||
| Q1 25 | $61.1M | $72.7M | ||
| Q4 24 | $87.5M | $57.9M | ||
| Q3 24 | $73.0M | $54.2M | ||
| Q2 24 | $57.6M | $61.4M | ||
| Q1 24 | $59.5M | — |
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
| Q4 25 | 39.2% | 22.3% | ||
| Q3 25 | 33.8% | 21.5% | ||
| Q2 25 | 28.2% | 23.2% | ||
| Q1 25 | 31.2% | 23.0% | ||
| Q4 24 | 36.7% | 21.7% | ||
| Q3 24 | 33.3% | 21.6% | ||
| Q2 24 | 32.0% | 24.0% | ||
| Q1 24 | 29.4% | 22.8% |
| Q4 25 | 35.2% | 14.6% | ||
| Q3 25 | 22.2% | 13.2% | ||
| Q2 25 | 23.9% | 15.7% | ||
| Q1 25 | 22.1% | 16.6% | ||
| Q4 24 | 29.5% | 14.7% | ||
| Q3 24 | 26.1% | 13.6% | ||
| Q2 24 | 21.3% | 15.1% | ||
| Q1 24 | 22.5% | — |
| Q4 25 | $1.36 | $2.13 | ||
| Q3 25 | $0.93 | $1.90 | ||
| Q2 25 | $0.94 | $2.17 | ||
| Q1 25 | $0.82 | $2.33 | ||
| Q4 24 | $0.99 | $1.82 | ||
| Q3 24 | $1.03 | $1.65 | ||
| Q2 24 | $0.80 | $1.90 | ||
| Q1 24 | $0.84 | $1.92 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $107.6M |
| 总债务越低越好 | $190.0M | $990.2M |
| 股东权益账面价值 | $438.8M | $3.3B |
| 总资产 | $1.6B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.30× |
8季度趋势，按日历期对齐
| Q4 25 | — | $107.6M | ||
| Q3 25 | — | $91.2M | ||
| Q2 25 | — | $132.9M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $76.8M | ||
| Q1 24 | — | $63.5M |
| Q4 25 | $190.0M | $990.2M | ||
| Q3 25 | $190.0M | $1.1B | ||
| Q2 25 | $200.0M | $915.6M | ||
| Q1 25 | $200.0M | $920.1M | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | $1.2B |
| Q4 25 | $438.8M | $3.3B | ||
| Q3 25 | $402.1M | $3.2B | ||
| Q2 25 | $381.8M | $3.1B | ||
| Q1 25 | $356.5M | $3.0B | ||
| Q4 24 | $388.9M | $2.9B | ||
| Q3 24 | $372.1M | $2.9B | ||
| Q2 24 | $341.2M | $2.8B | ||
| Q1 24 | $320.3M | $2.8B |
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.4B | $4.8B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.6B | $4.7B | ||
| Q3 24 | $1.6B | $4.7B | ||
| Q2 24 | $1.5B | $4.7B | ||
| Q1 24 | $1.5B | $4.7B |
| Q4 25 | 0.43× | 0.30× | ||
| Q3 25 | 0.47× | 0.34× | ||
| Q2 25 | 0.52× | 0.29× | ||
| Q1 25 | 0.56× | 0.30× | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.59× | — | ||
| Q1 24 | 0.62× | 0.43× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $172.0M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $99.1M |
| 自由现金流率自由现金流/营收 | 51.2% | 21.5% |
| 资本支出强度资本支出/营收 | 0.1% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.81× |
| 过去12个月自由现金流最近4个季度 | $420.6M | — |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $122.1M | ||
| Q3 25 | $40.4M | $88.4M | ||
| Q2 25 | $50.9M | $120.0M | ||
| Q1 25 | $157.9M | — | ||
| Q4 24 | $372.8M | $84.0M | ||
| Q3 24 | $112.8M | — | ||
| Q2 24 | $75.9M | $97.4M | ||
| Q1 24 | $147.0M | — |
| Q4 25 | $171.6M | $99.1M | ||
| Q3 25 | $40.4M | $71.7M | ||
| Q2 25 | $50.9M | $104.3M | ||
| Q1 25 | $157.7M | — | ||
| Q4 24 | $371.3M | $73.6M | ||
| Q3 24 | $112.4M | — | ||
| Q2 24 | $75.2M | $88.4M | ||
| Q1 24 | $146.9M | — |
| Q4 25 | 51.2% | 21.5% | ||
| Q3 25 | 13.4% | 15.7% | ||
| Q2 25 | 18.0% | 23.9% | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 125.0% | 18.7% | ||
| Q3 24 | 40.2% | — | ||
| Q2 24 | 27.8% | 21.8% | ||
| Q1 24 | 55.6% | — |
| Q4 25 | 0.1% | 5.0% | ||
| Q3 25 | 0.0% | 3.7% | ||
| Q2 25 | 0.0% | 3.6% | ||
| Q1 25 | 0.1% | 3.2% | ||
| Q4 24 | 0.5% | 2.6% | ||
| Q3 24 | 0.1% | 4.1% | ||
| Q2 24 | 0.2% | 2.2% | ||
| Q1 24 | 0.0% | — |
| Q4 25 | 1.46× | 1.81× | ||
| Q3 25 | 0.60× | 1.47× | ||
| Q2 25 | 0.75× | 1.75× | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | 1.45× | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | 1.59× | ||
| Q1 24 | 2.47× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APAM
暂无分部数据
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
